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Bill Conboy, Managing Director

Bill has worked in the finance industry in several capacities over the past 30 years. He previously served as Vice President of CTA Public Relations where he led media outreach for the upstart ETF issuer, PowerShares Capital Management, and its successful rollout of over 120 ETF listings. At CSS Software, he managed development of Broker View desktop software to improve Financial Advisor workflow and its roll out at top tier brokerage, RIA and asset managers. Bill began his professional career in 1984 as an investment advisor with a regional brokerage firm, and moved on to American Express Financial Advisors, managing a team of thirty five registered representatives. Mr. Conboy graduated with a BSBA degree from the University of Colorado, Leeds School of Business with concentrations in Finance and Marketing.